Fintech mega-rounds. Unbundling the hotel. Global e-commerce trends.
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Hi there,

This qualify as fintech in China?

North America bounces back 

We look at mega-rounds to VC-backed fintech companies from Q1'15 to Q1'16. In the first quarter of 2016, funding to VC-backed fintech startups bounced back to hit $4.9B after a notable drop in Q4’15 in part due to a rebound in $50M+ deals in North America.

Growth hack Thursday

I get a lot of emails from folks asking to feature their blog posts. They go like this.

"Hey, I wrote this post on ____. You should feature it in the blurb section."

I rarely read these posts for lack of time, but I'm gonna let you in on a secret. 

If you want to get into the newsletter blurb, here is the easiest way.

  1. Write good stuff
  2. Use our data in your post
Yes just link to us and flatter us. And make sure it's good.

Simple, eh? That concludes growth hack Thursday.

Unbundling the hotel

We updated our infographic to highlight 62 startups threatening to peel away different niches and services currently occupied by the traditional hotel industry. Categories include hotel booking, concierge services, alternative lodging, and more.

Our data in the wild

In The Blurb section below, you'll see a great post from Mark Linao of Technicolor Ventures who uses CB Insights Trends to dig into augmented vs virtual reality. Check it out.

Another great post featured in The Blurb by Startup Hackers talks about Toronto's startup potential and uses Industry Analytics and Custom Charts to dig into geographic financing and exit trends across numerous geographies including Los Angeles, Chicago, Seattle, Montreal, Vancouver, and Ottawa among others.


Silver lining for e-commerce

Global e-commerce deal activity is headed for a decline globally in 2016, and dollar funding is on pace for its worst year since 2012. We look at global e-commerce financing trends and see that despite the decline, Indian e-commerce companies may see a record deal high this year.

The Industry Standard

CB Insights data is the most trusted by those in the industry and the media. A few recent hits.

Bloomberg. Tim Culpan (@tculpan) and David Fickling (@davidfickling) quote CB Insights CEO and co-founder Anand Sanwal (@asanwal) on where Uber and Didi will spend their billions.


MarketWatch. Experts weigh in with Caitlin Huston (@hustonca) on why Apple doesn’t have a venture arm. She cites CB Insights data on the most-active CVCs and their investment trends.

San Francisco Chronicle. This profile of RocketSpace’s new venture by Amanda Gold (@amandagold) cites CB Insights data on funding trends to food tech companies.

Have a great rest of the week. 

I love you.


P.S. We have a couple of spots left at our CVC trends briefing in San Francisco on June 23rd. Request an invite here.


Fintech mega-rounds in North America rebound in Q1'16

Fintech mega-rounds in North America more than doubled on a quarterly basis and included large financings to companies including health insurer Oscar ($400M), robo-advisor Betterment ($100M), payday loan startup LendUp and more. See the data.
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The 62 startups Marriott and Hilton should be watching

These are startups that are shaking up the hotel industry by peeling away offerings like concierge and event services. See the list.
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E-commerce deal activity growing in India as US and China deals decline

China took the top spot in funding, taking 30% of dollars going to private e-commerce companies from 2012 to 2016 year-to-date. See the data.
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The Blurb

A curated mix of articles on private companies, venture capital, emerging industries, and innovation.

Enterprise dominates awe. Mark Linao (@markalinao) dives into the future of AR/VR capabilities in business operations.
Hammer and Tusk

Toronto's startup potential. According to Startup Hackers, everybody, from the government to the local population, needs to double down on Toronto's startup innovation potential.

A thought on thoughts about the future. Michael Solana (@micsolana) discusses a new mini-series, Anatomy of Next, which will explore five technologies that generate the most popular fears: nuclear science, synthetic biology, robotic automation, artificial intelligence, and virtual reality.
Founders Fund

The three frameworks you need to kick-start sales. Whitney Sales (@thesalesmethod) says early-stage companies need to place more emphasis on their founding narrative, customize their customer stories, and integrate both seamlessly into a structured prospect pitch.
First Round Review

Atomization of seed rounds. David Beisel (@davidbeisel) says the Seed round has been fractured into smaller parts as a result of increased startup capital efficiency and Series As that are nearly all post-traction.
Genuine VC

Reordering medicine. Andy Weissman (@aweissman) believes rather than being unbundled, components of medical care are being reordered into something new that is patient centric and defined by user needs.

Machine intelligence. Shivon Zilis (@shivon) says within five years, machine intelligence using a blend of learning algorithms and distributed labor will allow us to perform an ever-widening range of tasks at a low cost, leading to increased productivity.

How to avoid being replaced. Jason M. Lemkin (@jasonlk) digs into how to avoid being replaced as CEO by your VCs.
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